Creating groups of providers can be useful when you find yourself needing to refer to more than one provider schedule at a time.

Begin by going to ‘Schedule Settings’ found in the top-right corner of the schedule dashboard. From here, select ‘Groups’.

To add a new group select ‘CREATE’.

This will bring you to the ‘Create Group’ window. Give the new group a name and select the providers that will be a part of the group. When finished select ‘CREATE’.

💡 To organize the order providers appear in your schedule group, just click and drag the provider names until they are in the desired order.💡 

Selecting a Group Schedule

Now that the group has been created, you can select it by clicking the blue provider box at the top-right of the schedule. This shows all groups as well as individual providers. Select the group you would like to have displayed and click on it to see it.

Setting a Default Schedule Group

To set a certain group as the default view of your schedule, go into the ‘Schedule Settings’ in the top-right corner of the schedule and select ‘Preferences’.

In the top right of the preferences window, select the provider you want to edit the schedule for, and then select the default schedule they’ll see. Click ‘Update’ when you’re finished.

💡 To easily access your default schedule when looking at a different group, click the 'View Default Schedule' button found next to the group button on the schedule dashboard.💡 

Related Articles

Update your Schedule Settings

Schedule Dashboard

Creating Schedule Templates

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